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Sony
SONY

Overview Fund Activity

652 hedge funds and large institutions have $9.58B invested in Sony in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+41
Holders Change %
+6.71%
% of All Funds
9.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
105
Increased
235
Reduced
198
Closed
53
Calls
$167M
Puts
$173M
Net Calls
-$5.72M
Net Calls Change
-$82.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
HL
Harding Loevner
New Jersey
+$210M
3
MIP
Mondrian Investment Partners
United Kingdom
+$91.9M
4
AM
Atreides Management
Massachusetts
+$70.2M
5
BlackRock
BlackRock
New York
+$43.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$233M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$52.5M
3
Primecap Management
Primecap Management
California
-$47.4M
4
AG
Avala Global
New York
-$34M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATIA
126
American Trust Investment Advisors
New Hampshire
$4.67M +$136K +7,170 +3%
Capital Research Global Investors
127
Capital Research Global Investors
California
$4.63M +$14.4K +760 +0.3%
SF
128
Synovus Financial
Georgia
$4.63M +$27.5K +1,450 +0.6%
HCMT
129
Highland Capital Management (Tennessee)
Tennessee
$4.55M -$18.9K -1,000 -0.4%
OC
130
Oppenheimer & Co
New York
$4.49M -$1.72M -90,835 -28%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$4.46M +$4.46M +235,740 New
HighTower Advisors
132
HighTower Advisors
Illinois
$4.33M -$616K -32,575 -12%
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$4.31M +$216K +11,430 +5%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$4.18M +$3.11M +164,055 +291%
PGAM
135
Princeton Global Asset Management
New Jersey
$4.14M +$40.8K +2,155 +1%
BCAM
136
Boston Common Asset Management
Massachusetts
$4.12M -$501K -26,460 -11%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$4.1M +$1.91M +101,070 +88%
1832 Asset Management
138
1832 Asset Management
Ontario, Canada
$4.06M -$1.13M -59,920 -22%
Charles Schwab
139
Charles Schwab
California
$4M +$1.74M +91,650 +77%
ACM
140
Alight Capital Management
New York
$3.82M +$3.82M +201,500 New
TCCM
141
Timber Creek Capital Management
Massachusetts
$3.66M +$1.32M +69,445 +56%
Cerity Partners
142
Cerity Partners
New York
$3.62M +$1.84M +96,975 +103%
KAS
143
Kestra Advisory Services
Texas
$3.57M +$204K +10,750 +6%
CAM
144
Cresset Asset Management
Illinois
$3.52M +$857K +45,240 +32%
FGP
145
Foyston, Gordon, & Payne
Ontario, Canada
$3.45M -$412K -21,780 -11%
PF
146
Phoenix Financial
Israel
$3.42M +$440K +23,245 +15%
Vontobel Holding
147
Vontobel Holding
Switzerland
$3.28M -$97K -5,120 -3%
CS
148
Candriam SCA
Luxembourg
$3.26M – – –
SFA
149
Sequoia Financial Advisors
Ohio
$3.25M +$1.78M +93,965 +121%
RG
150
Rathbones Group
United Kingdom
$3.2M -$137K -7,250 -4%
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